FAXEX Mutual Fund

FAXEX Mutual Fund

NAV$17.42
See how much of FAXEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-0.86%
6 Months
+13.92%
YTD
+11.96%
1 Year
+16.72%
3 Years (annualized)
+19.00%
5 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2065 Composite Index
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+7.09%
vs Peers
+4.88%

FAXEX Mutual Fund Performance

FAXEX performance across multiple time periods: 1-month -1.70%, YTD 11.96%, 1-year 16.72%, 3-year 19.00%, 5-year 9.11%.

FAXEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

FAXEX vs another fund shows side-by-side returns. FAXEX alternatives are available in the Mutual Fund Screener.